# Page 3 | Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Nutshell the right CRM solution for you? Explore 620 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144340/Nutshell/reviews --- Nutshell 4.4 (620) [View alternatives](https://www.capterra.com/p/144340/Nutshell/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 6th, 2026 # Page 3 - Reviews of Nutshell ## Showing most helpful reviews Showing 51-75 of 620 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Nicolas B. Sales and Customer Service Consumer Services Used the software for: 1-2 years ### "Best tool to streamline your company workflow" December 17, 2025 5.0 It helps us out a lot streamlining and setting up reminders for the many steps that we have in our sales. Pros Nutshell helped our company immensely on streamlining the operations. It's pretty intuitive, therefore pretty easy to integrate it with your day-to-day work and get other colleagues used to it. Cons Customer support took a little longer to solve my issue than I wanted, but what mattered is that in the end it was solved. Review Source JR Julie R. Consultant Machinery Used the software for: 6-12 months ### " Excellent tool for small to medium businesses looking to sophisticate marketing" December 18, 2025 5.0 We are really just getting started with this tool. We love the email feature- it's been very easy to get an email program up and running. Excellent, intuitive user interface. Looking to use more landing page and visitor IQ data. Pros We receive Nutshell use as part of large agency agreement to a suite of various marketing platforms and tools. Excellent value for money. The fact that we can access landing page development, customer lead data etc. quickly and easily within a great UX is awesome. Cons Some limitations on how accessible it is to export customer data. Would like 2 way, real time updates to meeting management so availability is current. Review Source RC Randall C. Administrator Construction Used the software for: Less than 6 months ### "Nutshell CRM Review: Pros & Cons" May 7, 2025 5.0 The onboarding is easy, and the customer service team is available for questions. Their Knowledge Library helps keep stay updated with how to utilize the CRM. They also do a great job with monthly workshops to learn more about the features. Pros Intuitive Interface Clean design and easy navigation make it accessible for non-technical users. Customizable Pipelines Sales pipelines and stages can be tailored to match your specific sales process. Email Integration & Automation Syncs with Gmail/Outlook, allows for automated follow-ups and email sequences. Mobile App Mobile experience for managing contacts and pipelines on the go. Team Collaboration Includes activity tracking, team assignments, and in-app messaging. Affordable Pricing Competitive pricing compared to Salesforce or HubSpot, especially for smaller teams. Cons Basic Reporting Features Reporting and analytics are functional but lack advanced custom dashboards or forecasting tools. Marketing Tools Are Light Basic email marketing is included, but not a full marketing suite (e.g., no landing pages or A/B testing). No Free Plan Only offers a free trial; not ideal for early-stage startups looking for a free tier. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Nutshell We chose Nutshell over other products due to pricing and functionality. Review Source Response from Nutshell May 9, 2025 Thank you for sharing your positive review of Nutshell, Randall! We're glad to hear how Nutshell is helping you customize your sales process, automate communication, and collaborate with your team more effectively! Good news: landing pages are included with every Nutshell CRM subscription as part of the Marketing Foundation plan! To start using landing pages, check out this support article: https://support.nutshell.com/en/articles/8790094-landing-pages-create-effective-landing-pages All the best, Jewell from Nutshell Nicky B. Chief of Staff Health, Wellness and Fitness Used the software for: Less than 6 months ### "Does one thing, and does it well" February 27, 2026 4.0 We share Sales across three functional groups in my company, and Nutshell helps us stay organized. We particularly like the ability to bcc Nutshell when we email a prospect and the email is automatically populated in their profile. Nutshell does one thing, and it does it well. Pros Nutshell just gets the job done. No fancy bells and whistles; if you want to track leads and manage prospects in a simple, straightforward way, Nutshell is what you need. Cons Nutshell can feel a bit dated at times, like old enterprise SaaS software. There are definitely more modern features in the platform, but the UI could use updating to help direct use of those features a bit better. Review Source FH Faith H. Sales Opps Construction Used the software for: Less than 6 months ### "Sales Opperation review" December 19, 2025 5.0 So far we have had a positive time using nutshell it has helped us create a better view of our client accounts while being user friendly enough to be easily picked up by salesguys who have never used a CRM tool. Pros I am enjoy nutshell for its easy contact managment capabilitys. Being able to link mutiple leads/quote an view them all under a company/person in Nutshell has given us the ability to stay more organized. Cons We would like to see more customization in the quote tool and we would also like the mobile app to have full functionability Alternatives considered [Insightly](https://www.capterra.com/p/130671/Insightly/)[Method CRM](https://www.capterra.com/p/130389/Method-CRM/) Reason for choosing Nutshell Sales guy friendly - and \[sensitive content hidden\] was extremly well spoken and took the time to follow up with me several time - his customer service was a great taste of what the support would be with nutshell Review Source KB Kyrie B. Pipeline Coordinator Non-Profit Organization Management Used the software for: 6-12 months ### "New to Nutshell. " December 17, 2025 4.0 Overall, I am new to Nutshell, but have enjoyed it so far. It is user friendly and with a little practice, I've caught on quickly to some of the unique features it offers. Pros I like being able to see all of the progress my lead has made in one place start to finish. It helps me build my relationship with the client and provide better support when they encounter issues. It is also helpful to have all email communication in one place, regardless of the account emailing them. There are less repeated conversations, and it saves us time and money. Cons I have struggled to connect my calendar using the scheduler and have worked with Nutshell's support team to help figure it out. It is an ongoing issue but Nutshell's support has been quick and helpful. Review Source CT Carrie T. Customer Relations Specialist Construction Used the software for: 1-2 years ### "A Game-Changer for Business Growth" December 19, 2025 5.0 Nutshell has been nothing short of exceptional. Since partnering with them a few years ago, our business has experienced significant growth. Every team member we’ve worked with has been knowledgeable, professional, and consistently helpful. Nutshell stays up to date with the latest tools and innovations, which has made a noticeable impact on our success. If you’re looking to grow your business even further, I highly recommend Nutshell. Pros They stay up to date with the newest technology, providing innovative tools and strategies designed to help your business grow and succeed. Cons There is really nothing that I do not like about nutshell, my business has grown by a lot since using them. Review Source MS Mike S. Sales and Program Management Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Nutshell is Great !" December 17, 2025 5.0 I really enjoy the different ways to bring up data on customers, leads, projects, etc. The support from the staff while connecting with the WebFX platform is coming along well ! Pros Great support from the staff for my stupid questions !!! They really offer many options to get updates to the system. Cons I would like to see the dashboard simplified ? It tends to have a lot of info that may not be relevant ? Review Source KR Kari R. HR and Administration Manager Machinery Used the software for: 1-2 years ### "Intuitive and easy to use!" December 22, 2025 5.0 Nutshell has made tracking our leads, customers and information quick and efficient in one place. It's very intuitive and easy to use! It's great to have everything in one place and to be able to see real time notes from the team. Pros Nutshell has made tracking our leads, customers and information quick and efficient in one place. It's very intuitive and easy to use! Cons I have no complaints about Nutshell at this time. Everything is working well. Nutshell has been a huge upgrade from our last tracking system. Review Source MV Madeline V. Director of Business Development Hospital & Health Care Used the software for: 1-2 years ### "Fits our needs, with a few unnecessary steps" May 7, 2025 4.0 Overall, it is better than another solution we beta tested. It isn't my preferred email platform, however, it does have good tracking for CRM, which email platforms largely lack. I would love if the email platform could catch up with other software! Pros It is pretty easy to use. The interface is detailed but clear. It covers the bases for what we need for a CRM and the way we do business. Cons There are a few extra steps that I would personally remove for the tasks I use Nutshell for, including sending newsletters and regular communications. Also, the email builder is a bit clunky. For example, I have to add a new block to put a bulleted list in. I don't see why that can't exist within the text box. When I add content, I have to cut and paste and edit in a way that pulls out lists. The lists are also not very editable, meaning I can't adjust how they appear, indent, etc. the way I can in a marketing email platform. Switched from [Copper](https://www.capterra.com/p/141642/Copper/) Copper did not meet our needs. It was harder to use, more expensive, and didn't integrate the way we wanted with Outlook. Review Source Response from Nutshell May 9, 2025 Thank you for sharing your review of Nutshell, Madeline! We're glad to hear how Nutshell is helping you track customers and leads! I've shared your feedback about our email marketing features with our product team, as we're always striving to make Nutshell the best CRM for our customers. We appreciate your specific feedback and feature requests and will consider them in future updates! All the best, Jewell from Nutshell TC Thalys C. Outreach Marketing and Advertising Used the software for: 1-2 years ### "Amazing CRM" January 24, 2026 5.0 The experience has been very good, the CRM is easy to use and have everything we need to organize our deals. Pros An intuitive, easy-to-use CRM that helps keep everything organized and makes daily work much more efficient Cons The CRM is great and very intuitive, but adding a bit more customization would make it even better!! Review Source VR Verified Reviewer Operations Manager Hospital & Health Care Used the software for: 6-12 months ### "Effective sales solution and partner tracking" December 17, 2025 5.0 It's relatively easy to use from a sales and partnership maintenance support platform. The ability to track communications via synced email is invaluable. I like the ability to add discrete fields for reporting. Pros Effective quick way to view all potential partners throughout the entire sales process, easy to prioritize partnerships by value and key objectives within each partnership. The ability to sync communications with emails is valuable to reduce double documentation. Cons There are opportunities to support operations post-sale in a more customer relationship management-type way. Review Source KL Kate L. Sales and Marketing Machinery Used the software for: 6-12 months ### "Nutshell CRM: Easy, Reliable, and Built for Small Teams" December 17, 2025 5.0 Overall, our experience with Nutshell CRM has been very positive. It has been a reliable, easy-to-use platform that helps keep our sales process organized and efficient without unnecessary complexity. Pros What I liked most about Nutshell CRM is how simple and user-friendly it is while still offering all the tools we need as a small company. The layout is clean and easy to navigate, which made onboarding quick and stress-free. Cons I wish they had more “bundle” packages instead of paying per user. I think this would help a smaller company. Review Source KM Keagen M. Business Development Consultant E-Learning Used the software for: 6-12 months ### "Needs Improvement " December 29, 2025 3.0 Even though it’s generally easy to use, it can still feel confusing at first—especially understanding how to set everything up or add members properly. Pros Easy pipeline management – You can see exactly where every lead or deal stands without digging through clutter. Cons The mobile version doesn’t always match the desktop experience and lacks some features, making on-the-go work less smooth for some teams. Review Source Hayden L. C. Market Research Analyst Airlines/Aviation Used the software for: 6-12 months ### "Really easy to use!" December 17, 2025 4.0 Overall nutshell has been great! Easy lead management and account management. I feel like my data is secure every time I use the platform. Pros Nutshell has a easy to use dashboard. I never have trouble navigating what I need when I log in. I am able to track the information I need with ease. Cons Sometimes I have trouble reaching someone on the support team, the only way I have had success is by email. I don't like not being able to call a support line. Review Source RL Ryan L. Sales Manager Machinery Used the software for: 1-2 years ### "Easy to use CRM" December 18, 2025 4.0 I enjoy the ease of use of the platform. The help and support you receive with the nutshell team has been really pleasant. Pros I like the flexibility of the platform. The customer service support has been a pleasure to work with as well. Cons Some features do not integrate with our high level of cyber security. The nutshell team looked at creative ways to help accomplish what we were desiring. Review Source SB Susan B. CEO Professional Training & Coaching Used the software for: 1-2 years ### "Easy and intuitive CRM for a small business owner" May 7, 2025 5.0 Positive, invigorating, easy. It's been smooth and customer support is great. Pros It's very easy and intuitive for a small business owner! I was intimidated by some of the CRMs for large enterprise, like Salesforce and HubSpot. Nutshell works the way my mind does. Especially love that we can run campaigns so easily. Cons Wish it had an easier follow up system than me always generating the next step, but that still works. Review Source Response from Nutshell May 9, 2025 Thank you for sharing your positive review of Nutshell, Susan! We're glad to hear how Nutshell is helping you run email campaigns! Nutshell's best feature for generating next steps for follow-ups is sales automation, which lets you create next steps and tasks for your team. Learn more about our sales automation features here: https://www.nutshell.com/features/sales-automation All the best, Jewell from Nutshell MM Mnjunatha M. Senior Business Consultant Telecommunications Used the software for: 1-2 years ### "Excellent CRM" May 14, 2025 5.0 Pros Nutshel is a strong contender in the productivity and AI-assistance space, particularly for users who need to process information quickly and efficiently. It’s not perfect, but its speed, accuracy, and ease of use make it a valuable tool—especially if you frequently deal with dense or repetitive content. Cons Overall, its perfect but if your team make some changes in dashboard and make it to be more simplified dashboard it will be awsome. Review Source NC Nick C. Director of Business Development Environmental Services Used the software for: 1-2 years ### "Director of Business Development" February 28, 2025 4.0 I am a regional director. I use nutshell almost daily to mainly track my potential customers and leads. Pros I like how all customers, contacts, and leads are connected. Great integration with outlook. Cons I wish the mobile app was more friendly. Seems buggy at times. Really wish the mapping feature was more robust so I could better identify customers/prospects that I have entered while I am on the road. It is also cumbersome to add a new customer, notes, and contacts while using the mobile app. I always take notes in my phone on the iphone notes app and then go through those notes and enter when i am on my laptop. \*\*\*\*I really wish I didn't have to download pictures to view them once they have been uploaded!!!! makes no sense! Review Source Response from Nutshell March 18, 2025 Thank you for sharing your positive review of Nutshell, Nick! We're glad you're enjoying Nutshell's Outlook integration and are finding it useful to have all your data connected. I also appreciate your feedback about our mobile app. The good news is that we have scheduled updates and improvements for the mobile app this year, so stay tuned for when those launch! All the best, Jewell from Nutshell MB Mark B. CEO Insurance Used the software for: I used a free trial ### "Nutshell CRM seems like a good software." November 10, 2025 5.0 Pros Nutshell CRM seems like a good software offering Security, Value for Money, good Customer Support, Email Management, Lead Management, Client Accounts, Sales Pipeline. Cons I had issues moving my information from Pipedrive to Nutshell CRM. But it looks like a good platform for CRM with a few more features than Pipedrive CRM. Review Source DD Devangi D. Sales Coordinator Mechanical or Industrial Engineering Used the software for: 6-12 months ### "Nutshell: Great for a Growing Business!" December 17, 2025 5.0 The overall experience with Nutshell has been great, and it is definitely worth the money. The drag-and-drop feature is very user-friendly and makes it easy for users to keep track of their leads. Pros Nutshell is very user-friendly and easy-to-use. It is great for growing business with multiple sale persons working at once on different deals. Review Source JT John T. Owner Marketing and Advertising Used the software for: 1-2 years ### "A Practical CRM That Actually Gets Used" December 18, 2025 5.0 Pros Nutshell is one of the most user-friendly CRMs we’ve used as a marketing agency. We’ve been in and out of the platform for almost 10 years, and it’s remained a reliable option whenever we want something powerful without unnecessary complexity. The mobile app is excellent for logging notes and updates right after meetings, and the email and calendar integrations keep everything organized in one place. Cons If you’re looking for an ultra-enterprise solution with endless customization, this may not be the right fit, but for agencies, that simplicity is a strength. Review Source ER Emily R. Director of Communications Marketing and Advertising Used the software for: 1-2 years ### "Great Service, Still Improving" January 21, 2025 4.0 Positive! I think the NS team makes improvements regularly and whenever our company has an issue, it's addressed quickly. Pros I love the ability to track client communications, leave notes for colleagues, and have all client information in one place. I like the engagement tracking tools in NS Marketing, which is where I spend most of my time. Cons Because I use NS for communications, and it's what we use for our email marketing, I have an issue with the lack of drip sequence options. Additionally, I wish that instead of just HOW many link clicks occurred in an email, that I could just pull the list of those names. I know I can see what they clicked in their profiles but not directly from the email engagement portion. Review Source Response from Nutshell January 28, 2025 Thank you for sharing your positive review of Nutshell, Emily! We're glad Nutshell is helping your team track communications, collaborate with colleagues, and organize all your customer data—plus track engagement in Marketing! And good news - the ability to track who is clicking your links is coming soon! Check out our recent 2025 Roadmap webinar to learn more about what's planned for this year: https://www.nutshell.com/guided-tours. All the best, Jewell from Nutshell DC Dan C. COO Wholesale Used the software for: 6-12 months ### "Great Program!" May 9, 2025 5.0 Love it. Its nice to see not only all the support but monthly webinars and other helpful tools to help me maximize the use of the tools Pros I enjoy the ease of use for a non tech person. The layout is very user friendly. Support is great and very helpful! Cons This might be more on me than the program but it wasn't easy to figure out how to do repeat sales in the pipeline. Alternatives considered [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing Nutshell It had more functionality for about the same price point. Review Source BM Blair M. CEO Construction Used the software for: 2+ years ### "NUTSHELL REVIEW" December 2, 2024 4.0 good for Data management. Nutshell was amazing for me as a smaller company. As my ccompany has grown unfortunately NUTSHELL did not so I have had to look elsewhere for other providers Pros Detailed reporting. Daily sales tracking and year over year reporting. Cons No scheduling. I have to use nutshell in conjunction with Jobber to run my business fully. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[Jobber](https://www.capterra.com/p/127994/Jobber/) Reason for choosing Nutshell Nutshell was recommended to me by a friend who used it. Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Needed better reporting and data management features Review Source Response from Nutshell December 9, 2024 Thank you for sharing your review of Nutshell, Blair. We're glad that Nutshell's reporting, sales tracking, and data management helped your team. However, we're sad to see you go. Nutshell has just launched our Engagement Suite, a powerful suite of tools that includes SMS and web chat to help companies like yours engage with leads and customers through multiple avenues - and we've got a lot more growth planned for the new year. If you're interested in learning about what features Nutshell has planned and how they can meet your specific needs, our team is always happy to help. And good news about scheduling - Nutshell does offer a scheduling tool called Scheduler, which is available on Nutshell Pro plans and above! You can learn more about Scheduler here: https://www.nutshell.com/features/meeting-scheduler. All the best, Jewell from Nutshell Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Contact Management](https://www.capterra.com/contact-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.